See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,155 | $40,256-37.5% | $57,343-56.1% | $59,632-57.8% |
| Participation rate | 89.2% | 69.2%+20.0pp | 75.1%+14.1pp | 68.7%+20.5pp |
| Annual return | -1.38% | 27.49%-28.9pp | 24.39%-25.8pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,170 | $1,922-39.1% | $2,689-56.5% | $2,203-46.9% |
| Participant deferral / active EE | $1,630 | $2,399-32.0% | $3,162-48.4% | $3,192-48.9% |
| Admin fee / account holder | $3,143 | $2,818+11.6% | $3,356-6.3% | $4,297-26.8% |